PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
238.00 - 242.07
140.53 - 242.25
26.77M / 38.44M (Avg.)
25.64 | 9.39
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
-10.67%
Negative revenue growth while TWLO stands at 10.16%. Joel Greenblatt would look for strategic missteps or cyclical reasons.
-11.49%
Negative gross profit growth while TWLO is at 10.79%. Joel Greenblatt would examine cost competitiveness or demand decline.
-13.91%
Negative EBIT growth while TWLO is at 1.18%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-13.91%
Negative operating income growth while TWLO is at 1.18%. Joel Greenblatt would press for urgent turnaround measures.
-35.94%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-35.06%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-36.36%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.34%
Share reduction while TWLO is at 1.09%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.42%
Reduced diluted shares while TWLO is at 1.09%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
No Data
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-20.63%
Negative OCF growth while TWLO is at 29.20%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-34.97%
Negative FCF growth while TWLO is at 103.03%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
462.67%
10Y revenue/share CAGR above 1.5x TWLO's 133.65%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
136.56%
5Y revenue/share CAGR under 50% of TWLO's 380.13%. Michael Burry would suspect a significant competitive gap or product weakness.
67.45%
3Y revenue/share CAGR under 50% of TWLO's 165.78%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
310.44%
10Y OCF/share CAGR above 1.5x TWLO's 137.11%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
71.66%
Below 50% of TWLO's 293.60%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
20.76%
3Y OCF/share CAGR under 50% of TWLO's 305.21%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
223.85%
Positive 10Y CAGR while TWLO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
92.91%
Positive 5Y CAGR while TWLO is negative. John Neff might view this as a strong mid-term relative advantage.
26.86%
Positive short-term CAGR while TWLO is negative. John Neff would see a clear advantage in near-term profit trajectory.
392.71%
Equity/share CAGR of 392.71% while TWLO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
86.28%
Below 50% of TWLO's 5890.98%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
41.48%
Below 50% of TWLO's 701.82%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
-13.67%
Firm’s AR is declining while TWLO shows 12.20%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-11.01%
Inventory is declining while TWLO stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
-0.91%
Negative asset growth while TWLO invests at 0.31%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
1.45%
Positive BV/share change while TWLO is negative. John Neff sees a clear edge over a competitor losing equity.
4.90%
Debt growth far above TWLO's 1.25%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-5.57%
Our R&D shrinks while TWLO invests at 3.72%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-13.86%
We cut SG&A while TWLO invests at 8.62%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.